Ann: Kazia presentation to Bell Potter Healthcare Conference, page-4

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onesurfed

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26/11/20

09:46

Post #: 49155096
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Originally posted by needle: ↑

They are still sticking with the Dana Farber Breast Brain Cancer, this quarter.

But a note that the slides were as of Oct 30.....60/40 for me, we will get this update, in the next 10 days or so.

The recent announcements which so strongly moved the share price.....were all in part previously discussed here, prior to the company announcements. eg Paxalisib GBM results were the same as April....see below:

Paxalisib was granted Orphan Drug Designation for glioblastoma by the US FDA in February 2018, and Fast Track Designation for glioblastoma by the US FDA in August 2020. In addition, paxalisib was granted Rare Pediatric Disease Designation and Orphan Designation by the US FDA for DIPG in August 2020.

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This forthcoming brain metastases - possibility data, is on a COMPLETELY different scale to GBM treatment or those strong SP movement announcements from the FDA.

Dana Farber moving forward with this trial is all we need. A positive report feeds into the ALLIANCE trial being conducted by Priscilla Brastanious in ALL CANCERS, whereby primary cancers move to the brain. The drug Paxalisib has potential for use in hundreds of thousands of brain mets sufferers .....so what we here from Dana Farber has huge implications for the company.

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Several months ago I called on Bell Potter to provide a valuation update. They usually do every quarter, and I'm thinking they will soon.

KZA Price at posting: $1.34 Sentiment: Buy Disclosure: Held
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Ann: Kazia presentation to Bell Potter Healthcare Conference, page-4

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